Dummu Eswar Rao Email & Phone Number

Hyderabad, In

Hyderabad, Telangana, India

• Spearhead the Managed Accounts division for Hyderabad, ensuring streamlined operations and growth.• Achieve rapid client onboarding within minimal turnaround time, minimizing rejections, and driving AUM growth across all channels.• Conduct product training sessions, webinars, and events to effectively communicate fund management strategies, investment approaches, and stock selection rationale.• Engage in client meetings and discussions to actively generate leads and drive conversions with channel partners.• Address and resolve queries across all products and channels, ensuring prompt and effective client support.

Hyderabad, Telangana, India

Investment & Financial Advisory.- Identified customer needs, assessed their risk appetite, and provided expert financial advice tailored for the complex needs of HNI (High Net Worth Individuals) & UHNI (Ultra High Net Worth Individuals).- Driving business development primarily for equity-based products like Equity Advisory, Portfolio Management Service (PMS) & Alternative Investment Fund (AIF).Client Acquisition & Relationship Management- Led the client acquisition of HNI, UHNI &Family Offices.- Developed new accounts by proactively engaging with internal & external business partners.- Created and nurtured relationships for mutual benefit.- Routinely reviewed clients' accounts & plans for plan reassessment and followed as needed.

Hyderabad, Telangana, India

Hyderabad, Telangana, India

• Engaging and building relationship with high-value customers of the bank.• Offering 360 degree-Banking solutions• Resolving client queries and ensuring best customer services in an efficient and timely manner.• Understanding and identifying client needs, and providing best banking products and services.

Hyderabad, Telangana, India

Hyderabad, Telangana, India

GPD (Global Pricing Data) - Pricing• Ensure all market data checks for particular Stock Market region during the particular shift.• Escalate issues requiring Engineering or Product Development involvement.• Work with Content management on content projects, documenting findings and providing background analysis.• Conduct comprehensive content workflow testing and further QA with assistance as required.• Takes ownership of test plans for content sets.• Has a close working partnership with engineering and Content management.• Confidently identifies issues and takes responsibility for resolution and/or escalation.• Consistently delivers weekly/monthly reports to direct supervisor.• Uses in-house tools to track personal performance and project process (Twiki, RPD, etc.).

Pgdm - Finance

Bachelor Of Commerce - Bcom

12Th, Commerce

Kendriya Vidyalaya Gopalpur Military Station (Orissa)

10Th

Kendriya Vidyalaya Berhampur (Orissa)